See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $727,204 | $181,894+299.8% | $156,549+364.5% | $273,961+165.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $5,121 | $6,248-18.0% | $5,501-6.9% | $4,869+5.2% |
| Participant deferral / active EE | $4,138 | $5,550-25.5% | $4,871-15.1% | $5,287-21.7% |
| Admin fee / account holder | $3,966 | $15,559-74.5% | $13,027-69.6% | $10,132-60.9% |